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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,424 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,359 |
Filed as: LUCKE & ASSOCIATES INC Service code 13 1660 N TYLER RD · WICHITA, KS 67212 | Contract Administrator | $9,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,839 | $64,176+13.5% | $112,249-35.1% | $66,938+8.8% |
| Participation rate | 56.9% | 68.4%-11.6pp | 75.1%-18.2pp | 69.8%-12.9pp |
| Annual return | -13.49% | -13.80%+0.3pp | 27.48%-41.0pp | 1.58%-15.1pp |
| Employer contribution / active EE | $732 | $3,007-75.7% | $3,636-79.9% | $2,545-71.3% |
| Participant deferral / active EE | $2,194 | $3,694-40.6% | $4,729-53.6% | $4,238-48.2% |
| Admin fee / account holder | $331 | $626-47.0% | $6,412-94.8% | $594-44.2% |